Benari Capital provides portfolio management based on individual client goals, financial planning covering investments, insurance, taxes, retirement, and college, and family office services for ultra-high-net-worth clients. Benari Capital also offers Kavannah by Benari, a charitable giving advisory service. Benari Capital generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, REITs, non-U.S. securities, and insurance products (including annuities), although Benari Capital primarily recommends ETFs and mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients who engage Benari Capital for separately managed accounts or direct indexing services under the IKARON brand will incur an additional program fee ranging from 0.10% to 0.50% annually on the value of assets participating in the program. This fee is in addition to Benari Capital’s standard advisory fee.